ChargePoint Holdings, Inc.
CHPT- Exchange
- NYSE
- Industry
- Miscellaneous Electrical Machinery, Equipment & Supplies
- SEC CIK
- 0001777393
In the last 90 days, ChargePoint Holdings, Inc. insiders filed 0 open-market purchases and 4 sales; 162 institutions reported holding it in 13F filings for Q2 2026, worth $44.1M in total; Coatue Management is the only superinvestor holding it.
13F holders, Q2 2024
Institutional positions in ChargePoint Holdings, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 340
- −28 vs. Q1 2024
- Shares held
- 195.7M
- +42.0M (+27.4%) vs. Q1 2024
- Total value
- $295.8M
- +$4.38M (+1.5%) vs. Q1 2024
- New holders
- 49
- 104 more added
- Sold out
- 77
- 93 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CHPT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 162 | $44.1M |
| Q1 2026 | 147 | $21.2M |
| Q4 2025 | 145 | $33.8M |
| Q3 2025 | 145 | $44.5M |
| Q2 2025 | 251 | $66.6M |
| Q1 2025 | 291 | $92.8M |
| Q4 2024 | 296 | $180.6M |
| Q3 2024 | 321 | $233.4M |
| Q2 2024 | 340 | $295.8M |
| Q1 2024 | 371 | $292.4M |
| Q4 2023 | 388 | $335.5M |
| Q3 2023 | 385 | $786.5M |
| Q2 2023 | 399 | $1.45B |
| Q1 2023 | 403 | $1.36B |
| Q4 2022 | 412 | $1.46B |
| Q3 2022 | 373 | $2.42B |
| Q2 2022 | 367 | $2.27B |
| Q1 2022 | 350 | $3.28B |
| Q4 2021 | 347 | $3.37B |
| Q3 2021 | 266 | $1.81B |
| Q2 2021 | 226 | $3.33B |
| Q1 2021 | 152 | $2.05B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advantage Trust Co | 2,000 | $3.02K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,127 | $3.21K | 0.00% | −609−22.3% | Reduced |
| Spire Wealth Management | 2,189 | $3.31K | 0.00% | −405−15.6% | Reduced |
| Harbour Investments, Inc. | 2,210 | $3.34K | 0.00% | −448−16.9% | Reduced |
| Westside Investment Management, Inc. | 2,370 | $3.58K | 0.00% | −3,450−59.3% | Reduced |
| Clearstead Advisors, LLC | 2,560 | $3.87K | 0.00% | −2,650−50.9% | Reduced |
| Huntington National Bank | 2,600 | $3.93K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,806 | $4.24K | 0.00% | −985−26.0% | Reduced |
| Atticus Wealth Management, LLC | 3,160 | $4.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,530 | $4.81K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,853 | $5.82K | 0.00% | +3,421+791.9% | Added |
| Aspire Private Capital, LLC | 3,973 | $6.00K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,116 | $6.00K | 0.00% | +946+29.8% | Added |
| Tradewinds Capital Management, LLC | 4,002 | $6.04K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,321 | $6.53K | 0.00% | −5,145−54.4% | Reduced |
| Covestor Ltd | 4,769 | $7.00K | 0.00% | +45+1.0% | Added |
| National Bank of Canada | 4,912 | $7.21K | 0.00% | −263,400−98.2% | Reduced |
| Farther Finance Advisors, LLC | 4,931 | $7.30K | 0.00% | +668+15.7% | Added |
| US Bancorp | 5,472 | $8.26K | 0.00% | −9,211−62.7% | Reduced |
| Lindbrook Capital, LLC | 5,485 | $8.28K | 0.00% | +715+15.0% | Added |
| Federation des caisses Desjardins du Quebec | 5,807 | $8.77K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,895 | $8.90K | 0.00% | −3,805−39.2% | Reduced |
| North Star Investment Management Corp. | 6,000 | $9.06K | 0.00% | −160−2.6% | Reduced |
| Hexagon Capital Partners LLC | 6,700 | $10.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,975 | $10.3K | 0.00% | +600+9.4% | Added |
| Parallel Advisors, LLC | 7,039 | $10.6K | 0.00% | −1,715−19.6% | Reduced |
| Capital Analysts, LLC | 7,337 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,846 | $11.8K | 0.00% | +3,548+82.6% | Added |
| Quadrant Capital Group LLC | 8,145 | $12.3K | 0.00% | +6,433+375.8% | Added |
| Nisa Investment Advisors, LLC | 8,900 | $13.4K | 0.00% | +8,900 | New |
| HighTower Advisors, LLC | 10,893 | $15.0K | 0.00% | −1,163−9.6% | Reduced |
| Hanlon Investment Management, Inc. | 10,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 7,100 | $15.4K | 0.00% | +7,100 | New |
| Gainplan LLC | 10,500 | $15.9K | 0.01% | −257−2.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,727 | $16.2K | 0.00% | −473−4.2% | Reduced |
| Atria Wealth Solutions, Inc. | 11,080 | $16.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,235 | $17.0K | 0.00% | +1,700+17.8% | Added |
| Tradition Wealth Management, LLC | 11,332 | $17.1K | 0.00% | −800−6.6% | Reduced |
| Miracle Mile Advisors, LLC | 11,470 | $17.3K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,536 | $17.4K | 0.00% | +11,536 | New |
| Prelude Capital Management, LLC | 11,765 | $17.8K | 0.00% | +11,765 | New |
| Amalgamated Bank | 12,221 | $18.0K | 0.00% | −11,315−48.1% | Reduced |
| Ingalls & Snyder LLC | 12,000 | $18.0K | 0.00% | −2,000−14.3% | Reduced |
| Camden Capital, LLC | 11,930 | $18.0K | 0.00% | +43+0.4% | Added |
| Ameriprise Financial Inc | 12,131 | $18.3K | 0.00% | −10,576−46.6% | Reduced |
| Independent Advisor Alliance | 12,217 | $18.4K | 0.00% | −980−7.4% | Reduced |
| Angeles Wealth Management, LLC | 12,494 | $18.9K | 0.00% | +12,494 | New |
| Cooper Financial Group | 12,685 | $19.2K | 0.00% | +12,685 | New |
| Family Wealth Group, LLC | 12,690 | $19.2K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 13,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| Adviser Investments LLC | 13,074 | $19.7K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 13,100 | $19.8K | 0.00% | −500−3.7% | Reduced |
| Coyle Financial Counsel LLC | 10,800 | $20.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 14,203 | $21.0K | 0.00% | −624−4.2% | Reduced |
| Quadcap Wealth Management, LLC | 13,993 | $21.1K | 0.00% | +1,508+12.1% | Added |
| Neuberger Berman Group LLC | 14,131 | $21.3K | 0.00% | −11,326−44.5% | Reduced |
| Diversified Trust Co | 14,268 | $21.5K | 0.00% | +14,268 | New |
| Ieq Capital, LLC | 14,332 | $21.6K | 0.00% | −66,459−82.3% | Reduced |
| Janney Montgomery Scott LLC | 14,405 | $22.0K | 0.00% | −5,095−26.1% | Reduced |
| Western Wealth Management, LLC | 14,588 | $22.0K | 0.00% | −1,320−8.3% | Reduced |
| Avantax Advisory Services, Inc. | 14,705 | $22.2K | 0.00% | +4,490+44.0% | Added |
| Arkadios Wealth Advisors | 14,913 | $22.5K | 0.00% | −49−0.3% | Reduced |
| Simmons Bank | 15,000 | $22.6K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,533 | $22.8K | 0.00% | +10,533 | New |
| Resources Investment Advisors, LLC. | 15,470 | $23.4K | 0.00% | +1,270+8.9% | Added |
| United Capital Financial Advisers, LLC | 15,480 | $23.4K | 0.00% | +15,480 | New |
| Mercer Global Advisors Inc | 15,493 | $23.4K | 0.00% | +3,847+33.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 15,855 | $23.9K | 0.00% | +15,855 | New |
| Verition Fund Management LLC | 15,960 | $24.1K | 0.00% | +15,960 | New |
| Presilium Private Wealth, LLC | 16,000 | $24.2K | 0.01% | +16,000 | New |
| GWM Advisors LLC | 16,146 | $24.4K | 0.00% | +50+0.3% | Added |
| Strategic Blueprint, LLC | 16,396 | $24.8K | 0.00% | −5,387−24.7% | Reduced |
| StoneX Group Inc. | 16,454 | $24.8K | 0.00% | +16,454 | New |
| Wealth Enhancement Advisory Services, LLC | 16,663 | $25.2K | 0.00% | +1,841+12.4% | Added |
| Group One Trading, L.P. | 16,721 | $25.2K | 0.00% | +7,719+85.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,072 | $25.7K | 0.00% | +1,600+10.3% | Added |
| CIBC Asset Management Inc | 17,145 | $25.9K | 0.00% | +5,770+50.7% | Added |
| O'Rourke & Company, Inc | 17,637 | $27.0K | 0.02% | −16,411−48.2% | Reduced |
| Beacon Pointe Advisors, LLC | 18,068 | $27.3K | 0.00% | −1,594−8.1% | Reduced |
| Apollon Wealth Management, LLC | 19,040 | $28.8K | 0.00% | +1,579+9.0% | Added |
| TownSquare Capital, LLC | 19,816 | $29.9K | 0.00% | +8,203+70.6% | Added |
| Jones Financial Companies LLLP | 20,032 | $30.2K | 0.00% | +20,032 | New |
| Integrated Wealth Concepts LLC | 20,501 | $31.0K | 0.00% | +2,730+15.4% | Added |
| Delap Wealth Advisory, LLC | 20,520 | $31.0K | 0.01% | +20,520 | New |
| NCP Inc. | 21,600 | $32.6K | 0.02% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 21,931 | $33.1K | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 23,000 | $34.7K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 23,745 | $35.9K | 0.00% | −62,709−72.5% | Reduced |
| Perennial Advisors, LLC | 23,870 | $36.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 24,131 | $36.4K | 0.00% | −15,634−39.3% | Reduced |
| Perennial Investment Advisors, LLC | 24,380 | $36.8K | 0.01% | +10,400+74.4% | Added |
| XTX Topco Ltd | 24,882 | $37.6K | 0.00% | −3,147−11.2% | Reduced |
| Ethic Inc. | 25,050 | $37.8K | 0.00% | −2,115−7.8% | Reduced |
| Independent Financial Group, LLC | 25,148 | $38.0K | 0.00% | −391−1.5% | Reduced |
| Banque Cantonale Vaudoise | 24,700 | $38.0K | 0.00% | −2,458−9.1% | Reduced |
| JustInvest LLC | 25,462 | $38.4K | 0.00% | +15,358+152.0% | Added |
| HSBC Holdings PLC | 26,397 | $39.1K | 0.00% | +7,723+41.4% | Added |
| Foresight Group Ltd Liability Partnership | 33,612 | $40.6K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 27,803 | $42.0K | 0.00% | +27,803 | New |
| Baird Financial Group, Inc. | 28,025 | $42.3K | 0.00% | −3,350−10.7% | Reduced |